firm profile

Mozaic, LLC

RIA Beverly Hills, CA CRD 145777 Last verified October 2026

Overview

Mozaic, LLC is an SEC registered investment adviser based in Beverly Hills, CA, registered since 2008. It reports $3.6B in assets under management across 93 accounts, with 14 employees.

Reported AUM: $3.6B
Accounts: 93
Average account: $39.2M
Employees: 14
Registered since: 2008
Jurisdictions: 1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Financial Planning
Individuals or Small Business
Portfolio Management for Businesses or Institutional Clients
Selection of Other Advisors
Client types: Charities and Non-Profits
High Net Worth Individuals
Fee structure: Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

Christopher John Zyda Managing Member, Chief Compliance Officer CRD 5471409

Location

Headquarters: 350 S Beverly Dr Ste 340
Beverly Hills, CA 90212
County: Los Angeles
Metro area: Los Angeles-Long Beach-Anaheim, CA
Region: West

Registrations

SEC registered
Registered in 1 jurisdiction
Website: mozaic-llc.com

Every state, with registration dates

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